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Zimmer Biomet

884 hedge funds and large institutions have $18.7B invested in Zimmer Biomet in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 311 increasing their positions, 327 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% more ownership

Funds ownership: 91.46%91.96% (+0.5%)

5% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 327

7% less call options, than puts

Call options by funds: $43.9M | Put options by funds: $47M

11% less funds holding

Funds holding: 990884 (-106)

32% less capital invested

Capital invested by funds: $27.3B → $18.7B (-$8.66B)

40% less funds holding in top 10

Funds holding in top 10: 2515 (-10)

57% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 163

Holders
884
Holders Change
-106
Holders Change %
-10.71%
% of All Funds
19.48%
Holding in Top 10
15
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-40%
% of All Funds
0.33%
New
70
Increased
311
Reduced
327
Closed
163
Calls
$43.9M
Puts
$47M
Net Calls
-$3.08M
Net Calls Change
-$60.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
451
Group One Trading
Illinois
$723K -$434K -3,313 -31%
TAM
452
Tradition Asset Management
Virginia
$719K -$129K -986 -12%
AWM
453
AE Wealth Management
Kansas
$710K +$948K +7,233 New
CIA
454
Choate Investment Advisors
Massachusetts
$708K -$8.13K -62 -0.9%
JWBC
455
J.W. Burns & Co
New York
$706K +$1.31K +10 +0.1%
ACM
456
AlphaCrest Capital Management
New York
$706K +$640K +4,885 +211%
SAM
457
Shell Asset Management
Netherlands
$705K -$67.5K -515 -7%
CAN
458
Cetera Advisor Networks
California
$694K +$18.5K +141 +2%
AAM
459
AR Asset Management
California
$680K
QCM
460
Quantinno Capital Management
New York
$676K +$669K +5,102 +286%
GJIC
461
Gamble Jones Investment Counsel
California
$661K -$110K -840 -11%
PAG
462
Private Advisor Group
New Jersey
$650K +$82.2K +627 +10%
Millennium Management
463
Millennium Management
New York
$648K -$85.6M -652,673 -99%
BA
464
Bridgewater Associates
Connecticut
$642K +$858K +6,546 New
EM
465
ELCO Management
New York
$641K +$33.8K +258 +4%
ADBIC
466
A.D. Beadell Investment Counsel
Wisconsin
$640K +$6.68K +51 +0.8%
AC
467
Allstate Corporation
Illinois
$638K -$1.08M -8,220 -56%
IC
468
Investment Counsel
Michigan
$636K
LS
469
Livforsakringsbolaget Skandia
Sweden
$634K +$94.5K +721 +13%
PGFC
470
Peapack-Gladstone Financial Corp
New Jersey
$632K -$6.16K -47 -0.7%
MIA
471
MainStreet Investment Advisors
Illinois
$631K +$198K +1,509 +31%
KRSITF
472
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$630K +$184K +1,404 +28%
RJT
473
Raymond James Trust
Florida
$623K -$81.1K -619 -9%
SLF
474
Sun Life Financial
Ontario, Canada
$615K +$30.3K +231 +4%
LBC
475
Lawrence B. Cohen
$611K +$3.41K +26 +0.4%

ZBH Hedge Fund Activity: Q1 2020 in Review

884 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q1 2020, worth a combined $18.7B — down 32% from $27.3B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of ZBH and 70 opened new positions — a net loss of 93 holders — while 327 trimmed existing stakes and 311 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $1.06B. The largest seller was Jennison Associates, cutting an estimated $138M.

  • 884 institutional investors held Zimmer Biomet (ZBH) as of Q1 2020, down from 990 in Q4 2019.
  • Funds reported $18.7B of Zimmer Biomet stock for Q1 2020, down 32% quarter-over-quarter.
  • 70 funds opened new Zimmer Biomet positions in Q1 2020 and 163 closed out, a net change of -93 holders.
  • The largest Zimmer Biomet buyer in Q1 2020 was Capital Research Global Investors, an estimated $1.06B added.
  • The largest Zimmer Biomet seller in Q1 2020 was Jennison Associates, an estimated $138M sold.

Based on aggregated 13F filings for Q1 2020.